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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,158 | $150,447-78.0% | $136,298-75.7% | $147,586-77.5% |
| Participation rate | 38.1% | 84.4%-46.3pp | 81.9%-43.8pp | 82.8%-44.7pp |
| Annual return | 20.67% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,576 | $6,631-61.2% | $6,247-58.8% | $5,439-52.6% |
| Admin fee / account holder | $875 | $10,906-92.0% | $9,244-90.5% | $10,886-92.0% |